iPhone破盤價有影!蘋果傳明年推出史上 - 股票

By Gary
at 2020-07-14T23:23
at 2020-07-14T23:23
Table of Contents
1.原文連結:
https://money.udn.com/money/story/5612/4699429
2.原文內容:
iPhone破盤價有影!蘋果傳明年推出史上最低價新機 300美元有找
2020-07-14 02:11經濟日報 記者謝艾莉/台北報導
新冠肺炎疫情重創全球經濟,中低階手機銷售叫好,市場傳出,蘋果計劃2021年推出售價
低於300美元(約新台幣8,833.6元)的「破盤價」iPhone,較目前最低價iPhone SE便宜
25%,成為歷來售價最低的iPhone。
業界認為,蘋果此舉不僅大幅降低iPhone門檻,也可藉由零件共用,降低生產成本,進一
步去化庫存,組裝廠鴻海、和碩、緯創受惠大,不僅有助於供應鏈持續衝量,並平衡淡旺
季營運差異。 不過,也須慎防立訊等紅色供應鏈藉由這款超低價機種趁勢崛起練兵。
市場傳出,蘋果正研發一款售價200至300美元的超低價iPhone,這款產品可能會在2021年
推出,是否為明年度的iPhone SE仍是未知數。不過市場期待,2021版的iPhone SE仍將搭
載A13晶片,命名可能是 iPhone SE 2 。
蘋果4月推蘋果史上最低價的iPhone SE,售價399美元(約新台幣1.1萬元),採A13晶片
、單鏡頭,4.7吋LCD 螢幕,第2季iPhone SE出貨量1,200萬至1,400萬支。
業界認為,蘋果可能仿照今年iPhone SE的方式,以前一代零件組裝新機,如同iPhone SE
的相機模組、SIM卡槽等零組件均可與iPhone 8通用。低價iPhone若採用舊機種零組件,
如此由於零組件已開模,供應鏈不僅可降低生產成本,並去化庫存。
https://imgur.com/CvmmXMZ.jpg
市場認為,新冠肺炎疫情可能讓消費者傾向購買價格與規格較低的系列產品,蘋果也可藉
由產品的區隔搶攻如印度等新興市場。分析師指出,因為iPhone 6與6s系列擁有最大使用
者基礎,iPhone SE系列估可成為這群使用者最佳換機選擇。
3.心得/評論:
如果iPhone能降價到1萬台幣以下,說不定真的有可能在印度擴大市場。
畢竟這個價格能買到蘋果的產品,本身就很具有吸引力了。
如果品質和功能又高CP值,就真的太有競爭力了!
--
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